See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,866 | $74,888-60.1% | $71,209-58.1% | $142,382-79.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.32% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,021 | $2,854-29.2% | $2,721-25.7% | $4,299-53.0% |
| Participant deferral / active EE | $4,005 | $4,454-10.1% | $4,175-4.1% | $6,507-38.5% |
| Admin fee / account holder | $157 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |